Avaii Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Avaii Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	27,539 +3,485	+14%	+$186K	0.43%	36
2026 Q1	$1.29M	Sell	24,054 -2,827	-11%	-$153K	0.45%	30
2025 Q4	$1.45M	Sell	26,881 -762	-3%	-$41.3K	0.53%	28
2025 Q3	$1.5M	Buy	27,643 +4,943	+22%	+$265K	0.57%	25
2025 Q2	$1.22M	Sell	22,700 -620	-3%	-$32.8K	0.54%	26
2025 Q1	$1.25M	Sell	23,320 -277,530	-92%	-$14.7M	0.67%	23
2024 Q4	$15.7M	Sell	300,850 -34,053	-10%	-$1.81M	7.74%	2
2024 Q3	$18.3M	Buy	+334,903	New	+$18M	9.24%	2

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Avaii Wealth Management's JBND Position: Q2 2026 in Review

Avaii Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 14% in Q2 2026, buying an estimated $186K and bringing the position to 27,539 shares worth $1.47M. The position accounts for 0.43% of the portfolio, ranked #36.

Avaii Wealth Management first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.3M in Q3 2024. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Avaii Wealth Management held 27,539 shares of JPMorgan Active Bond ETF worth $1.47M as of Q2 2026.
Avaii Wealth Management bought 3,485 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $186K.
JPMorgan Active Bond ETF made up 0.43% of Avaii Wealth Management's portfolio in Q2 2026, its #36 holding.
Avaii Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
Avaii Wealth Management's JPMorgan Active Bond ETF position peaked at $18.3M in Q3 2024.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.